November 4, 2013 / Conference

7:15am - 7:30am

Governing Body Registration

7:30am - 9:00am Governing Body Private Breakfast Roundtable

Uncertainty About the Financial and Tax Aspects of the ACA

Exclusive to Governing Body members and select CFO peers.

Brian Hutzley
Vice Chancellor of Shared Services & Regional Economic Development
State University of New York
Mike Monahan
Pitney Bowes Inc.
Helen Morrison
Principal, National Tax Compensation and Benefits
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In October 2013, the next phase of the Affordable Care Act was rolled out. It’s a benefi ts and tax law that may also signifi cantly impact a company’s strategies and operations because of its affect on human resources, finance and tax. This boardroom session will cover some important questions: Will the organization need to accrue a tax liability? Has the organization evaluated the impact on subsidiaries? How does the delay of two ACA provisions affect your organization? Have ACA costs been incorporated in the acquisition process? Has there been an evaluation of your contingent workforce and any liabilities that may arise? Are CFOs and their companies ready for these changes? What are the trends in employer-provided healthcare that companies are considering to manage costs? This EY-moderated discussion will cover how CFOs can be prepared for the fi nancial and tax implications of transitioning to the ACA.

9:00am - 9:15am

Conference Registration & Networking

9:15am - 10:15am Opening Keynote

Third World Lessons for Economic Growth

Keynote sponsored by: Hewlett-Packard Company

Peter Henry
New York University Stern School of Business
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During the past few decades, large developing countries — China, India, and Brazil — and even smaller ones have broken free from previous periods of extreme poverty and turned their economies into engines of growth, using policies often thrust upon them by advanced nations who now seem unwilling to heed their own recommendations. Peter Henry, dean of the NYU Stern School of Business, shares a unique global economic perspective and insights from his new book, “Turnaround: Third World Lessons for First World Growth.” In this session, Henry explores how the policy pendulum in emerging economies has swung in the direction of prudence and self-control, and how, with similar discipline and greater trust, our First World economy can recover and help create long-term prosperity for all. Among other things, CFOs will walk away with ways to translate key insights from the emerging world into relevant strategic principles for their own organizations.

10:15am - 10:30am

Networking Break

10:30am - 11:15am Breakout Sessions

Harnessing Analytical Horsepower to Accelerate Business Performance

Executive Boardroom sponsored by: IBM

Dave Drillock
Cytec Industries Inc.
Christopher Reck
CFO, IBM North America
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The CFO’s role is evolving into a transformative one with greater influence and responsibility to lead companies toward change and growth. Yet in a world where volatility, uncertainty and risk are now part of the normal course of business, less than 15 percent of CFOs are confident they receive helpful information for making decisions about the future. Join Christopher Reck, CFO of IBM North America, and Dave Drillock, VP & CFO of Cytec Industries Inc., for an insightful peer-to-peer discussion on how companies are harnessing analytical horsepower to accelerate performance and bring insights with greater discipline to front-office decision-making, including talent management.

Session discovery topics:

  • Insights on applying predictive analytics to identify anomalies and optimize decisions and business processes
  • Best practices in integrating financial and operational data to gain deeper visibility and control over drivers of revenue and profit
  • Perspectives on analytics skills and how to attract and keep talent

Expertise and Value-Added Solutions for Key Constituents

Featured Speaker sponsored by: Bank of America Merrill Lynch

Siobhan Schroth
Market Executive, Metro NY
Bank of America Merrill Lynch
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Join Siobhan Schroth, market executive, metro New York for Bank of America Merrill Lynch, as she shares best practices for finance executives to provide value-added solutions to key constituents. Schroth shares her knowledge from more than 32 years of banking experience in metropolitan New York in middle market, corporate, structured finance and investment banking in origination, credit and risk management roles.

11:15am - 11:30am

Networking Break

11:30am - 12:15pm Breakout Sessions

Capitalizing on Big Data – A CFO’s Guide

Executive Discussion sponsored by: EY

Christer Johnson
Principal, EI-Analytics Americas Leader
David Remnitz
Global & Americas FTDS Leader
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In keeping pace with today’s speed of business, CFOs are continuously challenged with the task of analyzing data to effectively generate insight that informs decision-making. However, given the excessively high volume, velocity, variety and veracity of data sources, mastering Big Data can be daunting. In this session, learn new strategies and innovations that executives are deploying to enhance their decision-making capabilities, mitigate risks and improve business performance.

Session discovery topics:

  • Technologies to manage large, disparate data sets and generate improved decision-making
  • Analytical approaches and new ideas that can be derived from joining multiple data sources, instead of looking at data in silos
  • Techniques in data visualization, statistical analysis and text mining to take analytics beyond traditional rules-based tests

Leveraging Retirement Plan Company Contributions to Drive Business Strategy

Executive Boardroom sponsored by: Prudential Financial, Inc.

Alexandre Pagliano
L'Oréal USA
Sue Simon
VP of Intellectual Capital
Prudential Financial, Inc.
Marie Swartzwelder
VP, Intellectual Capital & Sr. Investment Strategist
Prudential Financial, Inc.
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In this session, Prudential Retirement will help CFOs explore how to get more “bang for their buck” from the money they contribute to retirement programs through innovative ways to better align a defined contribution plan design to business and workforce management goals.

Session discovery topics:

  • Are your company’s retirement benefits attracting and retaining the right people?
  • Is your company getting the maximum impact from its retirement contributions?
  • Does your company’s retirement program get employees to the “goal line” for retirement?
12:15pm - 12:30pm

Networking Break

12:30pm - 1:45pm Luncheon Keynote

Delivering Change to Revitalize an American Icon

Keynote sponsored by: PwC

Ron Bloom
Vice Chairman, U.S. Investment Banking
Lazard Group LLC
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How do you fix an organization as complex and challenged as the United States Postal Service? How important is a fresh perspective from someone outside the organization? What drives successful change? In April 2012, change agent Ron Bloom and his team released “Delivering Change to Revitalize an American Icon,” an effort to help his client, the National Association of Letter Carriers, reinvent a struggling USPS and return it to profitability. Restructuring the postal service requires a comprehensive plan premised on shared sacrifice by all stakeholders, a strategic vision that leverages the strength of its network, and supportive legislative action. Bloom — who also led the task force that turned around GM and Chrysler — shares his insights on his plan, which is based on fundamental rethinking of the institution, top-to-bottom changes in USPS operations and culture, and a first-rate management team and corporate governance structure that will allow the postal service to serve both the public interest and the broader U.S. economy.

1:45pm - 2:00pm

Networking Break

2:00pm - 2:45pm Breakout Sessions

Managing Risk – Solutions for CFOs

Featured Speaker

William Noonan
VP, Risk Management
The Structure Tone Organization
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This session will focus on practical risk management in today’s world, and specifically the current state of the real estate and construction insurance market in New York. In a short period of time hurricane Sandy, horizontal exhaustion, and labor law have turned the New York insurance market upside down. Any of these individual factors could cause a significant shift in the market, but combined, they are one of the greatest challenges in the history of real estate and construction insurance in New York. Join Bill Noonan as he addresses the effects these issues have on enterprise operating results, as well as practical ideas and solutions to not only address these issues, but plan for future exposures not yet on your radar screen.

The Nimble CFO – Pushing Business Process Improvements

Executive Boardroom sponsored by: EY

Bill Flynn
Sharp Electronics Corporation
Harald Henn
Mercedes-Benz USA, LLC
Todd B. Saypoff
Alloy Media & Marketing
Anne Ilsemann
Principal, Advisory Services
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Finance leaders are continually under pressure to become more efficient, make better decisions and improve quality with limited resources. As businesses grow, the responsibility to standardize and align across all aspects of the organization often falls squarely on the shoulders of the CFO to marshal improved performance. This session will shed light on ideas for implementing business process improvement initiatives that deliver greater strategic value, more efficient use of resources and a stronger bottom line.

2:45pm - 3:00pm

Networking Break

3:00pm - 3:45pm Breakout Sessions

Evolving Role of the CFO as a Data Steward and Provider of Insight

Featured Speaker sponsored by: Infor Global Solutions

Suzanne Wilt
Industry & Solution Strategy Sr. Director
Infor Global Solutions
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This session focuses specifically on finance’s role as the owner of the revenue data and the challenges organization stakeholders have in gaining real insight and knowledge from said data. CFOs and their teams have a real opportunity to play a larger role in supporting sales and operations with greater insights through analytics. Suzanne Wilt shares her experiences of attempting to cull knowledge from data to determine precisely where products are selling and the challenges behind separating sales/revenue data from GAAP-recognized revenue. Hear how operational leaders indeed need CFOs to take ownership and provide thoughtful research into financial and operational trends.

Unlocking International Value – Optimizing Liquidity, Leverage and Operations

Executive Boardroom sponsored by: Bank of America Merrill Lynch

Juan Figuereo
NII Holdings, Inc.
Alister Bazaz
SVP & Managing Director International Credit Services Executive
Bank of America Merrill Lynch
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One of the biggest challenges an organization faces is how to structure itself to adapt, grow and prosper. This boardroom session moderated by Bank of America Merrill Lynch will include the following questions: How can changes to the corporate organizational design unlock liquidity, financing capacity and economic value? What is the best way to position the enterprise for future growth and operational excellence? How can leadership teams be encouraged to embrace change, develop plans, and execute transformation? Join the moderator, Alister Bazaz, and Juan Figuereo as they lead a discussion on how to maximize the value of the organization.

3:45pm - 4:00pm

Networking Break

4:00pm - 4:45pm Closing Keynote

Advancing the Business, One Technological Step at a Time

Keynote sponsored by: E*TRADE Corporate Services

Lee Shavel
CFO & EVP, Corporate Strategy
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The NASDAQ OMX Group leads the way in using technology to advance its business. From improving systems to enable monitoring on a real-time basis, and from providing senior management with dashboards to optimizing technology for finance, NASDAQ OMX prides itself on being ahead of the curve. Here, Lee Shavel shares the strategy behind the company’s innovation from the finance perspective, focusing on what it takes to lead technological advancements and system improvements. Come ready for a candid look at what works, as well as lessons learned along the way.

4:45pm - 5:15pm Closing Reception

Appetizers, Cocktails & Networking

Closing Reception sponsored by: Vanguard